We run your outbound.
You take the meetings.

We run the whole outbound engine for finance and insurance firms in the UK and US. Domains, copy, buying signals, sending. You watch it happen and take the calls.

Let’s talk! A 30-minute call. You’ll leave with a plan.
Price · USDFrom $1,500a month. Most run $1,500 to $10,000+.
Time to first sendWeek 1Pre-warmed domains and mailboxes.
Commitment90 daysThen month to month on 30 days notice.
Running live for finance and insurance teams

800 new customers in 2 months for Aurora Capital, through signal-triggered outreach.

Campaigns that fire off real buying signals, run end to end by our deliverability team.

week 1800 customersweek 8
Aurora Capital· commercial finance
The problem

Outbound works. Running it yourself is the problem.

Good outbound isn’t one job. It’s ten. Warm domains, clean data, write copy, chase follow-ups, watch deliverability. Miss one and the whole thing quietly stops working. And none of it sends a thing until the domains have spent weeks warming up.

~80%Financial email has the lowest inbox-placement rate of any industry. One in five of your emails never reaches a human.Industry benchmark, Validity
Warm domainsSet up mailboxesClean dataWrite copyFollow upMonitor deliverabilityRotate inboxesHandle repliesBook meetingsReport
SpotzeeRuns all ten, every day, for you.10 / 10 handled
How it works

The whole outbound machine, built and run by us

You bring the goal. We build and operate everything that gets you there.

1

Strategy and copy

We map your ideal customer and write outreach that sounds like a person, built for finance and insurance buyers.

ICP · commercial lenders
tone: human
2

Infrastructure and deliverability

Dedicated domains and mailboxes, warmed properly, with sender reputation managed so you land in the inbox.

Inbox placement
SPF·DKIM·DMARC
3

Signals and enrichment

We enrich your data and watch for buying signals, so you reach the right contact, at the right company, at the right moment.

Signals watched
4 agents live
4

Outreach at scale

Personalised sequences send across your mailboxes, follow up on their own, and route every reply.

Sequences sending
auto follow-up
5

You watch it happen

Every campaign, reply, and meeting, live in your Spotzee dashboard. Bring your team in.

Dashboard · live
you + team
Signal-triggered outreach

We reach people the moment they’re worth reaching

Most outbound blasts a list on a schedule. Ours waits for a reason.

Castlepoint Finance
Salesforce · deal stage moved to Qualified
signal fired
To Priya N. · Head of Commercial · Castlepoint
sent · 1 of 1 personalised to this signal
5signals scanned
1matched and fired
1messages sent

A few examples. We programme these to your business, not a fixed list.

0 hits

Raised funding

New money, new needs. We reach them while it’s fresh.

0 hits

New filings land

We parse the detail and tailor the message to it.

0 hits

A CRM field changes

A stage moves, a renewal lands, the sequence starts on its own.

0 hits

Credit or risk events

For lenders, a change in position is the moment to reach out.

0 hits

Any signal you name

If it means someone’s ready to buy, we catch it and act.

Right person, right company, right moment, off a signal we built just for you.

Aurora Capital · UK commercial finance

Salesforce signals in. 800 new customers out.

The moment a signal changes in their Salesforce, we start the right outreach to the right decision-maker, automatically. We run the whole engine. They watch the customers arrive.

New customers per week800
w1w8
800new customers, in 2 months
Live Salesforce signalsEvery campaign triggered by a real change in their CRM, not a list on a schedule
Sending from week 1Pre-warmed domains and mailboxes, so there was no warm-up wait before the first send
Who it’s for

Built for how finance and insurance firms win clients

Insurance brokerages and commercial finance firms in the UK and US, from ten-person teams to national operations, where outbound is somebody’s fourth priority because there is nobody spare to make it their first.

Commercial finance firms and brokers

We watch for the signals that mean a company needs funding and reach the decision-maker first, before your competitors see it.

signal · needs funding1,240 firms matched

Insurance brokerages

We target the exact firms you want and start renewal conversations before policies lapse, without you touching a sequence.

signal · renewal due860 firms matched
The platform

Done for you. Never done in the dark.

You hand us the outbound, not the visibility. Everything runs in Spotzee, in real time.

Live campaigns and stats

Every send, open, reply, and meeting, as it happens.

A CRM your team runs

Move deals from first reply to closed. Bring your team in.

Works with your stack

Connected to Salesforce and the CRMs you already use.

What it costs

Two things move that number.

You’ll get your exact figure on the call. Here is the range and what sets it, so you can decide before you book.

From, per month, USD
$1,500a month, USD
$4,800
$0$10,000+
where most firms land

Most firms run between $1,500 and $10,000 a month. The largest programmes we run sit above that, on hundreds of mailboxes.

  • 01How many mailboxes you send from
  • 02How much you send

That is the entire calculation. Strategy, copy, infrastructure, signals, deliverability and the platform are all inside it.

The first 90 daysTerm summary
Day 0
KickoffWe take the brief: your ideal client, the decision-maker, and the signals worth acting on.
Week 1
Sending startsYour domains and mailboxes are warmed before you sign, so there is no six-week warm-up sitting between kickoff and the first send.
Day 90
The pilot endsNinety days is the whole commitment. You decide from there, on numbers you have been watching the entire time.
After
Month to monthRolling monthly with 30 days notice. There is no annual lock, and never was one.
Whatever you decide at day 90, the domains, mailboxes and warmed sender reputation stay yours.
Our side of the deal

Three promises, and what each one costs us if we miss it

Every agency promises. These are written into the agreement, with the consequence attached.

Guarantee 01

Live and sending within 7 business days

Kickoff to first send in seven business days. We can hold that clock because the domains and mailboxes are already warm on the day you sign, rather than starting their warm-up then.

If we miss it, your first month is free. Not credited, not discounted. Free.
Guarantee 02

95%+ inbox placement, seed-tested

Tested against seed accounts and reported to you every month. A number you can check, in an industry where about one in five financial emails never reaches a human.

Below 95%, we rebuild the infrastructure at our cost. No invoice, no debate.
Guarantee 03

The infrastructure is yours, not rented

The domains, the mailboxes, and the sender reputation that takes months to build. Most providers hand back a list and keep the asset. We hand back the asset.

If you leave, you take all of it with you. Domains, mailboxes, reputation intact.

We will promise you sending in week 1. We will not promise you meetings in week 3, because nobody can honestly put a date on that.

Let’s talk

Let’s build your outbound engine

Thirty minutes. We’ll map your ideal client, the signals worth acting on, what we’d run for you, and what it would cost.

  • A clear plan, whether or not we work together
  • Your number on the call. From $1,500 a month, no annual lock
  • Straight from a decision-maker who runs the engine
Built for finance and insurance, with data protection in mind
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